Tyler-Stone Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 265 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46
-8.0%
563
-5.1%
0.03%
-7.1%
Q2 2023$50
-13.8%
593
-12.7%
0.03%
-28.2%
Q4 2022$58
-99.9%
679
-7.9%
0.04%
-9.3%
Q3 2022$56,000
-6.7%
7370.0%0.04%
+7.5%
Q2 2022$60,000
-7.7%
7370.0%0.04%
+11.1%
Q1 2022$65,000
-3.0%
7370.0%0.04%
+2.9%
Q4 2021$67,0007370.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders